Quick Start Guide - Exchange Database idataagent

Transcription

1 Page 1 of 90 Quick Start Guide - Exchange Database idataagent TABLE OF CONTENTS OVERVIEW Introduction Key Features Add-On Components Customized Features for Your Exchange Version Terminology SYSTEM REQUIREMENTS - EXCHANGE DATABASE IDATAAGENT DEPLOYMENT - MICROSOFT EXCHANGE SERVER IDATAAGENTS INSTALL THE 64-BIT EXCHANGE AGENTS FOR EXCHANGE SERVER 2007 OR 2010 INSTALL THE 64-BIT EXCHANGE AGENTS FOR EXCHANGE SERVER 2007 OR CLUSTERED ENVIRONMENT INSTALL THE 32-BIT EXCHANGE AGENTS FOR EXCHANGE SERVER 2007 OR 2010 INSTALL THE 32-BIT EXCHANGE AGENTS FOR EXCHANGE SERVER 2007 OR CLUSTERED ENVIRONMENT INSTALL THE EXCHANGE AGENTS ON EXCHANGE SERVER 2003 INSTALL THE EXCHANGE AGENTS ON EXCHANGE SERVER CLUSTERED ENVIRONMENT GETTING STARTED - EXCHANGE DATABASE CONFIGURATION GETTING STARTED - EXCHANGE DATABASE BACKUP GETTING STARTED - EXCHANGE DATABASE RESTORE

2 Page 2 of 90 Overview - Microsoft Exchange Server idataagents TABLE OF CONTENTS Introduction Key Features Database Protection for Disaster Recovery Granular Protection of Messages and Mailbox Items Granular Public Folder Protection for Shared Information Add-On Components SnapProtect Backup Outlook Add-In Offline Database Restore Content Indexing and Search Desktop Browse Terminology Customized Features for Your Exchange Version WHERE TO GO NEXT Install the Exchange idataagents Walks you through the process of installing the Exchange Agents. INTRODUCTION The Exchange Server idataagents provide a unified protection and recovery vehicle for all Exchange data in your enterprise. In addition to complete protection of entire Exchange databases for disaster recovery, more granular backup and recovery options are available for mailboxes and public folders. Added options for Outlook integration, deduplication, content indexing, and advanced reporting help ensure all your Exchange data is easily traceable and retrievable whenever the need arises. KEY FEATURES The Exchange Server idataagents offer the following key features: DATABASE PROTECTION FOR DISASTER RECOVERY The Exchange Database idataagent backs up each Exchange database, which includes the following key components: Information Stores containing individual user mailboxes Public Folder Stores containing data shared among multiple users Transaction Logs In the event of a serious system failure, such as the breakdown of hardware, software, or operating systems, the Exchange Database idataagent provides point-in-time recovery of a given database, ensuring that the state of the Exchange Database as it existed at any given time is ready for use whenever necessary. GRANULAR PROTECTION OF MESSAGES AND MAILBOX ITEMS The Exchange Mailbox idataagent backs up individual mailboxes for quick retrieval of individual mailbox data, such as messages and attachments, that may have been lost from a user's Outlook mailbox. Regular backups of mailboxes also provide the facility to quickly restore entire mailboxes without requiring restores of the Exchange database. GRANULAR PUBLIC FOLDER PROTECTION FOR SHARED INFORMATION The Exchange Public Folder idataagent backs up public folders for quick retrieval of shared data between Exchange users, such as group documents, messages, attachments, and calendars. As with the Exchange Mailbox idataagent, regular backups of mailboxes also provide the facility to quickly restore any number of public folders without requiring restores of the Exchange database. ADD-ON COMPONENTS SNAPPROTECT BACKUP SnapProtect Backup enables you to create a point-in-time snapshot by temporarily quiescing the data, taking a snapshot, and then resuming live operations. SnapProtect backups work in conjunction with hardware snapshot engines. OUTLOOK ADD-IN

3 Page 3 of 90 Outlook Add-In fully integrates with Microsoft Outlook to provide users with a convenient way to browse, search and restore mailbox items directly from Outlook. All mailbox entities, including messages, attachments, calendar items, and notes, are retrievable from either the locally installed Outlook application or the Outlook Web Access web browser application. OFFLINE DATABASE RESTORE Offline Database Restore using the Exchange Offline Mining Tool provides Exchange users with the ability to restore mail messages, attachments, and other mailbox entities from an offline copy of the Exchange database. This capability is especially useful in environments where the Exchange Server experiences significant day-to-day overhead. By providing users with an offline copy of the Exchange database to retrieve their data, the Exchange Server does not experience the reduction in performance it otherwise would if users retrieved their data from it directly. DESKTOP BROWSE Desktop Browse enables users to browse and restore data from a Web Browser, which provides the facility to access and restore data from anywhere. CONTENT INDEXING AND SEARCH Content Indexing and Search enables users to content index their data and later search the data from a user-friendly web interface. The users can also perform restore operations or other advanced actions on the searched data. TERMINOLOGY The Microsoft Exchange Server idataagent documentation uses the following terminology: DATABASE NON-EXCHANGE SERVER AFFINITY Includes all operational elements of the Exchange Server, such as Stores, Transaction Logs, Patch Files, and Exchange Organizational Data. A computer other than the Exchange Server on which the Mailbox and Public Folder idataagents may be installed. Using a non- Exchange Server often results in less overhead on the Exchange Server during backup and restore operations. An association between two entities used in Automatic Discovery scenarios. For example, automatic discovery of mailboxes by database affinity implies the mailbox is included in the selected database. CUSTOMIZED FEATURES FOR YOUR EXCHANGE VERSION The Advanced pages of this documentation outline the features applicable for your version of Exchange in a tabular format for quick access to the documentation you need as shown below: EXCHANGE 2010 EXCHANGE 2007 EXCHANGE 2003 Sections not listed for a particular version of Exchange are not applicable or supported for that Exchange version.

4 Page 4 of 90 System Requirements - Exchange Database idataagent System Requirements Supported Features The following requirements are for the Microsoft Exchange Database idataagent: APPLICATION Microsoft Exchange bit Server up to the latest service pack Microsoft Exchange bit Server up to the latest service pack Microsoft Exchange bit Server up to the latest service pack Microsoft Exchange bit Server up to the latest service pack OPERATING SYSTEM WINDOWS SERVER 2012 Microsoft Windows Server 2012 Editions Microsoft Windows Server 2012 R2 Editions See Considerations for Microsoft Windows Server 2012, 2012 R2, and Windows 8 for more information. You must enable the bemulatethirdpartyapps registry key to install Microsoft Exchange Agents on Windows 2012 R2. WINDOWS SERVER 2008 Microsoft Windows Server 2008 R2 Editions Microsoft Windows Server 2008 x64 Editions* *Core Editions not supported WINDOWS SERVER 2003 Microsoft Windows Server bit and x64 Editions with a minimum of Service Pack 1 CLUSTER - SUPPORT The software can be installed on a Cluster if clustering is supported by the above-mentioned operating systems. For information on supported cluster types, see Clustering - Support. HARD DRIVE 1 GB of minimum disk space is required for installing the software. 256 MB of free disk space is required for job result directory. 256 MB of free disk space is required for log directory. MEMORY 32 MB RAM minimum required beyond the requirements of the operating system and running applications PROCESSOR All Windows-compatible processors supported PERIPHERALS DVD-ROM drive Network Interface Card MISCELLANEOUS NETWORK TCP/IP Services configured on the computer. The File System Agent is automatically installed during the installation of this software component (if not already installed). To review the system requirements of the File System Agent, see System Requirements - Microsoft Windows File System idataagent.

5 Page 5 of 90 DISCLAIMER Minor revisions and/or service packs that are released by application and operating system vendors are supported by our software but may not be individually listed in our System Requirements. We will provide information on any known caveat for the revisions and/or service packs. In some cases, these revisions and/or service packs affect the working of our software. Changes to the behavior of our software resulting from an application or operating system revision/service pack may be beyond our control. The older releases of our software may not support the platforms supported in the current release. However, we will make every effort to correct the behavior in the current or future releases when necessary. Please contact your Software Provider for any problem with a specific application or operating system. Additional considerations regarding minimum requirements and End of Life policies from application and operating system vendors are also applicable

6 Page 6 of 90 Deployment - Exchange Server Agents PLANNING YOUR INSTALLATION The Microsoft Exchange Server Agents can be installed individually or in any combination. However, your installation options will differ depending on your environment and the combination of Agents you intend to install. To ensure you select the appropriate installation option for your environment, first compile the following information: EXCHANGE AGENTS TO BE INSTALLED For complete protection, it is recommended all Agents be installed in your environment. EXCHANGE SERVER VERSION The Exchange Server Version can be 2013, 2010, 2007, or WILL THE AGENTS BE INSTALLED ON THE EXCHANGE SERVER? You can install Agents on the Exchange Server or another computer (Non-Exchange Server). The Database idataagent, however, must be installed on the Exchange Server. IS THE COMPUTER 32-BIT OR 64-BIT? Whether installing on the Exchange Server or a Non-Exchange Server, the bit-rate can be 32-bit or 64-bit. WHAT VERSION OF OUTLOOK IS INSTALLED ON THE COMPUTER? Outlook must be installed on the computer for all Agents except the Database idataagent and can be version 2010 or IS THE OUTLOOK VERSION 32-BIT OR 64-BIT? The Outlook bit-rate can be 32-bit or 64-bit. WILL YOU BE INSTALLING THE AGENTS IN A CLUSTERED ENVIRONMENT? INSTALLATION OPTIONS Once you have compiled the above information, choose the appropriate installation procedure as described in the tables below. EXCHANGE SERVER 2013 SERVER SETUP OUTLOOK INSTALLATION PROCEDURE SUPPORTED AGENTS VERSION INSTALLING ON THE EXCHANGE SERVER 64-bit Exchange Server N/A Install the 64-bit Exchange Agents for Exchange Server 2013 Database Agent for Database Availability Group (DAG) Configuration EXCHANGE SERVER 2010 SERVER SETUP OUTLOOK INSTALLATION PROCEDURE SUPPORTED AGENTS VERSION INSTALLING ON THE EXCHANGE SERVER 64-bit Exchange Server Outlook bit Install the 64-bit Exchange Agents for Exchange Server 2010 or 2007 Database, Mailbox, and Public Folder idataagents Compliance, Mailbox, and Public Folder Archivers 64-bit Exchange Server Outlook 2010/ bit Install the 32-bit Exchange Agents for Exchange Server 2010 or 2007 Database, Mailbox, and Public Folder idataagents Compliance, Mailbox, and Public Folder Archivers

7 Page 7 of bit Exchange Server N/A Install the 64-bit Exchange Agents for Exchange Server 2010 or 2007 Database Agent for Database Availability Group (DAG) Configuration INSTALLING ON A NON-EXCHANGE SERVER 32-bit Non-Exchange Server 64-bit Non-Exchange Server 64-bit Non-Exchange Server Outlook 2010/ bit Outlook 2010/ bit Install the 32-bit Exchange Agents on a Non-Exchange Server Install the 32-bit Exchange Agents for Exchange Server 2010 or 2007 Outlook bit Install the 64-bit Exchange Agents for Exchange Server 2010 or 2007 Mailbox and Public Folder idataagents Compliance, Mailbox, and Public Folder Archivers Mailbox and Public Folder idataagents Compliance, Mailbox, and Public Folder Archivers Mailbox and Public Folder idataagents Compliance, Mailbox, and Public Folder Archivers EXCHANGE SERVER 2007 SERVER SETUP OUTLOOK INSTALLATION PROCEDURE SUPPORTED AGENTS VERSION INSTALLING ON THE EXCHANGE SERVER 64-bit Exchange Server Outlook bit Install the 64-bit Exchange Agents for Exchange Server 2010 or 2007 Database, Mailbox, and Public Folder idataagents 64-bit Exchange Server - Cluster 64-bit Exchange Server 64-bit Exchange Server - Cluster Outlook bit Install the 64-bit Exchange Agents for Exchange Server 2010 or Clustered Environment Outlook 2010/ Install the 32-bit Exchange Agents for Exchange Server 2010 bit or 2007 Outlook 2010/ Install the 32-bit Exchange Agents for Exchange Server 2010 bit or Clustered Environment Compliance, Mailbox, and Public Folder Archivers Database, Mailbox, and Public Folder idataagents Compliance, Mailbox, and Public Folder Archivers Database, Mailbox, and Public Folder idataagents Compliance, Mailbox, and Public Folder Archivers Database, Mailbox, and Public Folder idataagents Compliance, Mailbox, and Public Folder Archivers INSTALLING ON A NON-EXCHANGE SERVER 32-bit Non-Exchange Server Outlook 2010/ bit Install the 32-bit Exchange Agents on a Non-Exchange Server Mailbox and Public Folder idataagents Compliance, Mailbox, and Public Folder Archivers 64-bit Non-Exchange Server Outlook 2010/ bit Install the 64-bit Exchange Agents for Exchange Server 2010 or 2007 Mailbox and Public Folder idataagents Compliance, Mailbox, and Public Folder Archivers EXCHANGE SERVER 2003 SERVER SETUP OUTLOOK VERSION INSTALLATION PROCEDURE SUPPORTED AGENTS INSTALLING ON THE EXCHANGE SERVER Exchange Server Not Required Install the Exchange Agents on Exchange Server 2003 Database, Mailbox, and Public Folder idataagents Exchange Server - Cluster Not Required Install the Exchange Agents on Exchange Server Clustered Environment Compliance, Mailbox, and Public Folder Archivers Database, Mailbox, and Public Folder idataagents Compliance, Mailbox, and Public Folder Archivers INSTALLING ON A NON-EXCHANGE SERVER Non-Exchange Server Outlook 2010/ bit Install the Exchange Agents for Exchange Server 2003 on a Non-Exchange Server Mailbox and Public Folder idataagents Compliance, Mailbox, and Public Folder Archivers

8 Page 8 of 90 Install the 64-bit Exchange Agents for Exchange Server 2010 or 2007 Follow the steps given below to install Exchange Agents on one of the following: 64-bit Exchange Server bit Exchange Server bit Non-Exchange Server WHERE TO INSTALL The Exchange Agents can be installed in one of two ways: Directly onto the Exchange Server. This method is referred to as an on-host installation and is useful if you want to preserve hardware resources. On a separate computer with connectivity to the Exchange Server. This method is referred to as an Non-Exchange Server installation and is useful if you want to offload the memory and processing resources required for backups and restores from the Exchange Server. Install the Exchange Agents on all the nodes on which backups have to be run in a DAG configuration. INSTALLATION The software can be installed using one of the following methods: METHOD 1: INTERACTIVE INSTALL Use this procedure to directly install the software from the installation package or a network drive. METHOD 2: INSTALL SOFTWARE FROM COMMCELL CONSOLE Use this procedure to remotely install the software on a client computer. RELATED TOPICS Download Software Packages Provides step-by-step procedure to download the latest packages for software install. System Requirements Verify that the computer in which you wish to install the software satisfies the System Requirements. Firewall Provides comprehensive information on firewall. PREREQUISITES If you are installing the Exchange Agents on a 64-bit off-host proxy computer, perform the following pre-requisite task before installing these agents: Ensure that the proxy computer has been added to the same Domain in which the Exchange Server 2007 resides. Install Microsoft Outlook 2007 or higher on the off-host proxy computer in order to supply the software drivers necessary for Exchange-based agents to function in an off-host proxy configuration. FOR EXCHANGE SERVER 2010 Ensure that the service account is a member of Organization Management group. Ensure that the mail-enabled user is a member of the Local Administrator Group and have rights to all mailboxes on the server. To assign full access follow the steps given below: Using ADSIEDIT navigate to Configuration Services Microsoft Exchange. Right-click your organization name, click Properties Securities and click the Advanced tab. Click Edit to modify the permissions set for Organization Management group. Click to select Full Control, Receive As and Send As permissions and wait for replication. Click the Effective Permission tab and Select the name of the backup account. The backup account should display the following as selected: Full Control All Extended Rights Send As Receive As Start the PowerShell and type the following to add the backup account so it has full control over all the databases: Get-MailboxDatabase -server (server name) Add-ADPermission -user "backup account" -ExtendedRights Receive-As Run the above PowerShell every time a new database is added.

9 Page 9 of 90 Navigate to the Exchange Management Console, right-click the <mailbox> and click Manage Full Access Permissions to view the mailbox listed under Full Access Permissions. FOR EXCHANGE SERVER 2007 Service account should be a member of Exchange Organization Administrators group. Ensure that the mail-enabled user is a member of the Local Administrator Group and have rights to all mailboxes on the server. METHOD 1: INTERACTIVE INSTALL 1. Log on to the computer using an account with the following privileges: Administrator of the local computer Administrator of the Exchange Server 2. Run Setup.exe from the Software Installation Package. 3. Select the required language. 4. Select the option to Install Simpana on this 64-bit computer. Your screen may look different from the example shown. 5. Select I accept the terms in the license agreement. 6. To install the Exchange idataagents expand Client Modules Backup & Recovery Exchange, and select one or more of the following: Exchange Database idataagent Exchange Mailbox idataagent Exchange Public Folder idataagent To install the Exchange Archiver Agents, expand Client Modules Archive Management, and select one or more of the following: Exchange Compliance Archiver Exchange Mailbox Archiver Agent Exchange Public Folder Archiver Agent

10 Page 10 of 90 For Non-Exchange Server, Exchange Database idataagent will not be applicable. 7. If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. If firewall configuration is not required, click Next. 8. Enter the fully qualified domain name of the CommServe Host Name. Do not use space and the following characters when specifying a new name for the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time.

11 Page 11 of Verify the default location for software installation. Click Browse to change the default location. Do not install the software to a mapped network drive. Do not use the following characters when specifying the destination path: / : *? " < > # It is recommended that you use alphanumeric characters only. 12. Select a Client Group from the list. This screen will be displayed if Client Groups are configured in the CommCell Console Select a Storage Policy.

12 Page 12 of 90 If you do not have Storage Policy created, this message will be displayed. Click OK. You can create the Storage Policy later in step 24. If you are installing the Exchange Database idataagent on the Exchange Server, click Configure Exchange Database Specific Information. If you are installing the Exchange Agents on the Non-Exchange Server, skip to Configure Exchange Agents Specific Information. CONFIGURE EXCHANGE DATABASE SPECIFIC INFORMATION 15. Select the backup type for Exchange Database backups. Choose either of the following options, then click Next. Differential - Specifies that each non-full Exchange Database backup secures all data that has changed since the last full backup. Transaction lobs are not purged. Incremental - Specifies that each non-full Exchange Database backup secures only that data that has changed since the last backup of any type. Committed transaction logs are purged. 16. Enter the user credentials to access the Exchange Server to perform the backup operation. The User Account must have Exchange Administrator privileges. The installation detects the domain name. If necessary, you can modify the domain name by specifying Windows domain that the Exchange Server resides in. 17.

13 Page 13 of The install program displays a reminder to verify that Circular Logging is disabled before performing any database backup operations. To verify that Circular Logging is disabled: From Exchange System Manager, navigate to and expand the server that the Database idataagent is being installed on. Verify that the Circular Logging check box has not been selected for each Storage Group. If Circular Logging has been enabled for a Storage Group, disable it at this time. Click OK. If you are installing the Exchange Agents, then click Configure Exchange Agents Specific Information. If you are installing the Exchange Database idataagent, skip to Verify Summary of Install Options. CONFIGURE EXCHANGE AGENTS SPECIFIC INFORMATION 19. Select Exchange Server Name and Exchange Server Version from drop-down list. This screen will appear when you are installing Exchange Agents on Non- Exchange Server Enter the following Exchange Administrator information then click Next. Account Name - Domain user account created with the exchange server administrator permissions. Do not include the domain name here. Account Password - The password assigned to the domain user. Mailbox Name for this Account - Mailbox associated with the user above. Profile Name - Specify profile name to be created during agent install. This profile is associated with the domain user's mailbox.

14 Page 14 of 90 Exchange Server Name - Name of the Exchange Server that the agent will communicate with for data protection and recovery operations. Enter the Mailbox Role Server name (NetBIOS). After installation configure the roles as described in Configure Mailboxes in Database Availability Group (DAG) Servers. Domain - The installation detects and enters a domain name. If necessary, modify the domain name by specifying Windows domain that the Exchange Server resides in. VERIFY SUMMARY OF INSTALL OPTIONS Click Finish. If you already have a storage policy selected in step 14, Click button available at the bottom of the page to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 24. Create a Storage Policy: 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values.

15 Page 15 of 90 Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to store the Deduplication store. Type the name of the folder in which the deduplication database must be located in the Deduplication Store Location or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. 25. Enable the following registry key to create job specific profiles: From the CommCell Browser, navigate to Client Computers. Right-click the <Client> in which you want to add the registry key, and then click Properties. Click the Registry Key Settings tab. Click Add. Enter CreateProcessSpecificProfile in the Name field. Enter MSExchangeMBAgent in the Location field. (For Exchange Mailbox idataagent). Enter MSExchangeDMAgent in the Location field. (For Exchange Mailbox idataagent). Enter REG_DWORD in the Type filed. Enter 1 to enable and 0 to disable the key in the Value field. Click OK. METHOD 2: INSTALL SOFTWARE FROM COMMCELL CONSOLE 1. From the CommCell Browser, select Tools, point to Add/Remove Software, and then click Install Software Select Windows.

16 Page 16 of Select Manually Select Computers. 5. Enter the fully qualified domain name of the computer on which you have Exchange Server. For example: win08ex07.idclab.loc Specify User Name and Password that must be used to access the computer.

17 Page 17 of To install the Exchange idataagents expand Client Modules Backup & Recovery Exchange, and select one or more of the following: Exchange Database idataagent Exchange Mailbox idataagent Exchange Public Folder idataagent For Non-Exchange Server, Exchange Database idataagent will not be applicable. 9. Select Client Group from Available and click Add. Select a Storage Policy from the drop-down list. NOTES: Select the Configure for Laptop or Desktop Backup option to install Backup Monitor utility. This utility allows you to view the backup job summary from the client computer without opening the CommCell Console. See Monitor - Laptop User for more information. 10. Type the Agent Specific Settings information. 11.

18 Page 18 of Select Immediate. 13. Click Finish. 14. You can track the progress of the job from the Job Controller or Event Viewer window. 15. Once the job is complete, right-click the CommServe computer, click View and then click Admin Job History.

19 Page 19 of Select Install/Upgrade/Remove Software. Click OK. 17. You can view the following details about the job by right-clicking the job: Items that succeeded during the job Items that failed during the job Details of the job Events of the job Log files of the job 18. Enable the following registry key to create job specific profiles: From the CommCell Browser, navigate to Client Computers. Right-click the <Client> in which you want to add the registry key, and then click Properties. Click the Registry Key Settings tab. Click Add. Enter CreateProcessSpecificProfile in the Name field. Enter MSExchangeMBAgent in the Location field. (For Exchange Mailbox idataagent). Enter MSExchangeDMAgent in the Location field. (For Exchange Mailbox idataagent). Enter REG_DWORD in the Type filed. Enter 1 to enable and 0 to disable the key in the Value field. Click OK.

20 Page 20 of 90 Install the 64-bit Exchange Agents for Exchange Server Clustered Environment Follow the steps given below to install the 64-bit Exchange Agents on Exchange Server 2007 or on Non-Exchange Server in a clustered environment. WHERE TO INSTALL The Exchange Agents can be installed in one of two ways: Directly onto the Exchange Server. This method is referred to as an on-host installation and is useful if you want to preserve hardware resources. On a separate computer with connectivity to the Exchange Server. This method is referred to as an Non-Exchange Server installation and is useful if you want to offload the memory and processing resources required for backups and restores from the Exchange Server. RELATED TOPICS Download Software Packages Provides step-by-step procedure to download the latest packages for software install. System Requirements Verify that the computer in which you wish to install the software satisfies the System Requirements. Firewall Provides comprehensive information on firewall. PREREQUISITES If you are installing the Exchange Agents on a 64-bit off-host proxy computer, perform the following pre-requisite task before installing these agents: Ensure that the proxy computer has been added to the same Domain in which the Exchange Server 2007 resides. Install Microsoft Outlook 2007 or higher on the off-host proxy computer in order to supply the software drivers necessary for Exchange-based agents to function in an off-host proxy configuration. The below mentioned prerequisites are for Mailbox Agents only. Ensure that you have the following: Service account is a member of Exchange Organization Administrators group. The mail-enabled user is a member of the Local Administrator Group and have rights to all mailboxes on the server. Ensure that you assign full access to all mailboxes on the server. For details, see How do I Assign Full Access to All Mailboxes on a Server. INSTALL PROCEDURE 1. Log on to the computer using an account with the following privileges: Administrator of the local computer Administrator of the Exchange Server 2. Run Setup.exe from the Software Installation Package. 3. Select the required language. 4. Select the option to Install Simpana on this 64-bit computer. NOTES: Your screen may look different from the example shown.

21 Page 21 of Select I accept the terms in the license agreement. 6. Select Configure a Virtual Server. 7. Select the disk group in which the virtual server resides. 8. To install the Exchange idataagents expand Client Modules Backup & Recovery Exchange, and select one or more of the following: Exchange Database idataagent Exchange Mailbox idataagent Exchange Public Folder idataagent To install the Exchange Archiver Agents, expand Client Modules Archive Management, and select one or more of the following: Exchange Compliance Archiver Exchange Mailbox Archiver Agent Exchange Public Folder Archiver Agent For Non-Exchange Server, Exchange Database idataagent will not be applicable. 9. If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. If firewall configuration is not required, click Next.

22 Page 22 of Enter the fully qualified domain name of the CommServe Host Name. Do not use space and the following characters when specifying a new name for the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time. 13. Verify the default location for software installation. Click Browse to change the default location. Do not install the software to a mapped network drive. Do not use the following characters when specifying the destination path: / : *? " < > #

23 Page 23 of 90 It is recommended that you use alphanumeric characters only. 14. Select a Client Group from the list. This screen will be displayed if Client Groups are configured in the CommCell Console Select a Storage Policy. If you do not have Storage Policy created, this message will be displayed. Click OK. You can create the Storage Policy later in step 31. If you are installing the Exchange Database idataagent on the Exchange Server, click Configure Exchange Database Specific Information.

24 Page 24 of 90 If you are installing the Exchange Agents on the Non-Exchange Server, skip to Configure Exchange Agents Specific Information. CONFIGURE EXCHANGE DATABASE SPECIFIC INFORMATION 17. Select the backup type for Exchange Database backups. Choose either of the following options, then click Next. Differential - Specifies that each non-full Exchange Database backup secures all data that has changed since the last full backup. Transaction lobs are not purged. Incremental - Specifies that each non-full Exchange Database backup secures only that data that has changed since the last backup of any type. Committed transaction logs are purged. 18. Enter the user credentials to access the Exchange Server to perform the backup operation. The User Account must have Exchange Administrator privileges. The installation detects the domain name. If necessary, you can modify the domain name by specifying Windows domain that the Exchange Server resides in The install program displays a reminder to verify that Circular Logging is disabled before performing any database backup operations. To verify that Circular Logging is disabled: From Exchange System Manager, navigate to and expand the server that the Database idataagent is being installed on. Verify that the Circular Logging check box has not been selected for each Storage Group. If Circular Logging has been enabled for a Storage Group, disable it at this time. Click OK. If you are installing the Exchange Agents, then click Configure Exchange Agents Specific Information. If you are installing the Exchange Database idataagent, skip to Install Remaining Cluster Nodes. CONFIGURE EXCHANGE AGENTS SPECIFIC INFORMATION 21. Select Exchange Server Name and Exchange Server Version from drop-down list.

25 Page 25 of 90 This screen will appear when you are installing Exchange Agents on Non- Exchange Server Enter the following Exchange Administrator information then click Next. Account Name - Domain user account created with the exchange server administrator permissions. Do not include the domain name here. Account Password - The password assigned to the domain user. Mailbox Name for this Account - Mailbox associated with the user above. Profile Name - Specify profile name to be created during agent install. This profile is associated with the domain user's mailbox. Exchange Server Name - Name of the Exchange Server that the agent will communicate with for data protection and recovery operations. Domain - The installation detects and enters a domain name. If necessary, modify the domain name by specifying Windows domain that the Exchange Server resides in. INSTALL REMAINING CLUSTER NODES 24. To install the software on the remaining nodes of the cluster, click Yes. To complete the install for this node only, click No. 25. Select cluster nodes from the Preferred Nodes list and click the arrow button to move them to the Selected Nodes list. Once you complete your selections, click Next. The list of Preferred Nodes displays all the nodes found in the cluster; from this list you should only select cluster nodes configured to host this cluster group server. Do not select nodes that already have multiple instances installed.

26 Page 26 of Specify User Name and Password for the Domain Administrator account Information to perform the remote install on the cluster nodes you selected in the previous step. 27. The progress of the remote install for the cluster nodes is displayed; the install can be interrupted if necessary. Click Stop to prevent installation to any nodes after the current ones complete. Click Advanced Settings to specify any of the following: Maximum number of nodes on which Setup can run simultaneously. Time allocated for Setup to begin executing on each node, after which the install attempt will fail. Time allocated for Setup to complete on each node, after which the install attempt will fail. If, during the remote install of a cluster node, setup fails to complete or is interrupted, you must perform a local install on that node. When you do, the install begins from where it left off, or from the beginning if necessary. For procedures, see Manually Installing the Software on a Passive Node. 28. Read the summary for remote installation to verify that all selected nodes were installed successfully. If any node installation fails, you must manually install the software on that node once the current installation is complete. See Manually Installing the Software on a Passive Node for step-by-step instructions. The message displayed on your screen will reflect the status of the selected nodes, and may look different from the example Click Finish.

27 Page 27 of 90 If you already have a storage policy selected in step 16, Click button available at the bottom of the page to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 31. Create a Storage Policy: 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to store the Deduplication store. Type the name of the folder in which the deduplication database must be located in the Deduplication Store Location or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. 32. Enable the following registry key to create job specific profiles: From the CommCell Browser, navigate to Client Computers. Right-click the <Client> in which you want to add the registry key, and then click Properties. Click the Registry Key Settings tab. Click Add. Enter CreateProcessSpecificProfile in the Name field. Enter MSExchangeMBAgent in the Location field. (For Exchange Mailbox idataagent). Enter MSExchangeDMAgent in the Location field. (For Exchange Mailbox idataagent). Enter REG_DWORD in the Type filed. Enter 1 to enable and 0 to disable the key in the Value field. Click OK.

28 Page 28 of 90 Install the 32-bit Exchange Agents for Exchange Server 2010 or 2007 Follow the steps given below to install Exchange Agents on one of the following: 64-bit Exchange Server bit Exchange Server bit Non-Exchange Server WHERE TO INSTALL The Exchange Agents can be installed in one of two ways: Directly onto the Exchange Server. This method is referred to as an on-host installation and is useful if you want to preserve hardware resources. On a separate computer with connectivity to the Exchange Server. This method is referred to as an Non-Exchange Server installation and is useful if you want to offload the memory and processing resources required for backups and restores from the Exchange Server. Install the Exchange Agents on all the nodes on which backups have to be run in a DAG configuration. INSTALLATION The software can be installed using one of the following methods: METHOD 1: INTERACTIVE INSTALL Use this procedure to directly install the software from the installation package or a network drive. METHOD 2: INSTALL SOFTWARE FROM COMMCELL CONSOLE Use this procedure to remotely install the software on a client computer. RELATED TOPICS Download Software Packages Provides step-by-step procedure to download the latest packages for software install. System Requirements Verify that the computer in which you wish to install the software satisfies the System Requirements. Firewall Provides comprehensive information on firewall. PREREQUISITES If you are installing the Exchange Agents on a 64-bit off-host proxy computer, perform the following pre-requisite task before installing these agents: Ensure that the proxy computer has been added to the same Domain in which the Exchange Server 2007 resides. Install Microsoft Outlook 2007 or higher on the off-host proxy computer in order to supply the software drivers necessary for Exchange-based agents to function in an off-host proxy configuration. The below mentioned prerequisites are for Mailbox Agents only. Ensure that you have the following: FOR EXCHANGE SERVER 2010 Ensure that the service account is a member of Organization Management group. Ensure that the mail-enabled user is a member of the Local Administrator Group and have rights to all mailboxes on the server. To assign full access follow the steps given below: Using ADSIEDIT navigate to Configuration Services Microsoft Exchange. Right-click your organization name, click Properties Securities and click the Advanced tab. Click Edit to modify the permissions set for Organization Management group. Click to select Full Control, Receive As and Send As permissions and wait for replication. Click the Effective Permission tab and Select the name of the backup account. The backup account should display the following as selected: Full Control All Extended Rights Send As Receive As Start the PowerShell and type the following to add the backup account so it has full control over all the databases: Get-MailboxDatabase -server (server name) Add-ADPermission -user "backup account" -ExtendedRights Receive-As

29 Page 29 of 90 Run the above PowerShell every time a new database is added. Navigate to the Exchange Management Console, right-click the <mailbox> and click Manage Full Access Permissions to view the mailbox listed under Full Access Permissions. FOR EXCHANGE SERVER 2007 Service account should be a member of Exchange Organization Administrators group. Ensure that the mail-enabled user is a member of the Local Administrator Group and have rights to all mailboxes on the server. METHOD 1: INTERACTIVE INSTALL INSTALL THE EXCHANGE DATABASE IDATAAGENT The Exchange Database idataagent must be installed first. Follow the steps described below to install Exchange Database idataagent. 1. Log on to the computer using an account with the following privileges: Administrator of the local computer Administrator of the Exchange Server 2. Run Setup.exe from Software Installation Package. 3. Select the required language. 4. Select the option to Install Simpana on this 64-bit computer. Your screen may look different from the example shown. 5. Select I accept the terms in the license agreement. 6. Expand Client Modules Backup & Recovery Exchange File System and select Exchange Database idataagent.

30 Page 30 of If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. If firewall configuration is not required, click Next. 8. Enter the fully qualified domain name of the CommServe Host Name. Do not use space and the following characters when specifying a new name for the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time.

31 Page 31 of Verify the default location for software installation. Click Browse to change the default location. Do not install the software to a mapped network drive. Do not use the following characters when specifying the destination path: / : *? " < > # It is recommended that you use alphanumeric characters only. 12. Select a Client Group from the list. This screen will be displayed if Client Groups are configured in the CommCell Console Select a Storage Policy.

32 Page 32 of 90 If you do not have Storage Policy created, this message will be displayed. Click OK. You can create the Storage Policy later in step Select the backup type for Exchange Database backups. Choose either of the following options, then click Next. Differential - Specifies that each non-full Exchange Database backup secures all data that has changed since the last full backup. Transaction lobs are not purged. Incremental - Specifies that each non-full Exchange Database backup secures only that data that has changed since the last backup of any type. Committed transaction logs are purged. 16. Enter the user credentials to access the Exchange Server to perform the backup operation. The User Account must have Exchange Administrator privileges. The installation detects the domain name. If necessary, you can modify the domain name by specifying Windows domain that the Exchange Server resides in The install program displays a reminder to verify that Circular Logging is disabled before performing any database backup operations. To verify that Circular Logging is

33 Page 33 of 90 disabled: From Exchange System Manager, navigate to and expand the server that the Database idataagent is being installed on. Verify that the Circular Logging check box has not been selected for each Storage Group. If Circular Logging has been enabled for a Storage Group, disable it at this time. Click OK Click Finish. If you already have a storage policy selected in step 14, Click button available at the bottom of the page to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 21. Create a Storage Policy: 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to store the Deduplication store. Type the name of the folder in which the deduplication database must be located in the Deduplication Store Location or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. If you want to install Exchange Agents (such as Exchange Mailbox idataagent, Exchange Public Folder idataagent, Exchange Mailbox Archiver

34 Page 34 of 90 and/or Exchange Public Folder Archiver), click Create the Registry Keys. If you are installing the Exchange Database idataagent, click button available at the bottom of the page to proceed to the Configuration section. CREATE THE REGISTRY KEYS Create the ballowmultiinstances and ballow32bitinstallon64bit registry keys. 22. Create the ballowmultiinstances registry key. To create the registry key, see the following steps: 1. Start the Registry Editor (Regedit.exe or Redegt32.exe) 2. Locate the directory under which you want to create a key, e.g., HKEY_LOCAL_MACHINE\SOFTWARE\. 3. Right click the SOFTWARE and click New -> Key. 4. Name the key as GalaxyInstallerFlags. 5. Right click the GalaxyInstallerFlags and select New - > DWORD value, name it as ballowmultiinstances and by double clicking the ballowmultiinstances key modify the Value data to Create the ballow32bitinstallon64bit registry key. To create the registry key, see the following steps: 1. Start the Registry Editor (Regedit.exe or Regedit32.exe) 2. Locate the directory under which you want to create a key, e.g., HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node. 24. Run Setup.exe from Software Installation Package. 25. Select the required language. 3. Right click the SOFTWARE and click New -> Key. 4. Name the key as GalaxyInstallerFlags. 5. Right click the GalaxyInstallerFlags and select New - > DWORD value, name it as ballow32bitinstallon64bit and by double clicking the ballow32bitinstallon64bit key modify the Value data to Select the Simpana 32-bit Software install options to install software. NOTES This screen will only appear when the ballow32bitinstallon64bit registry key has been created and enabled on this computer. 27. Select I accept the terms in the license agreement.

35 Page 35 of Select Create a new instance option to install the Exchange Agents on separate instance. NOTES This screen will appear when the ballowmultiinstances registry key has enabled on this computer. This screen will not appear if no other software components are installed on the computer. 29. To install the Exchange idataagents expand Client Modules Backup & Recovery Exchange, and select one or more of the following: Exchange Mailbox idataagent Exchange Public Folder idataagent To install the Exchange Archiver Agents, expand Client Modules Archive Management, and select one or more of the following: Exchange Compliance Archiver Exchange Mailbox Archiver Agent Exchange Public Folder Archiver Agent Note that the Exchange Database idataagents must be installed on the Exchange Server, see Install the Exchange Database idataagent for stepby-step procedure. 30. If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. If firewall configuration is not required, click Next. 31. Enter the fully qualified domain name of the CommServe Host Name. Do not use space and the following characters when specifying a new name for the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'"

36 Page 36 of If there is any other instance installed on the computer, make sure that the host name does not match the client name entered in the Select a client name field in the previous instance. 33. Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time. 34 Verify the default location for software installation. Click Browse to change the default location. Do not install the software to a mapped network drive. Do not use the following characters when specifying the destination path: / : *? " < > # It is recommended that you use alphanumeric characters only. 35. Select a Client Group from the list. This screen will be displayed if Client Groups are configured in the CommCell Console.

37 Page 37 of Select a Storage Policy. If you do not have Storage Policy created, this message will be displayed. Click OK. You can create the Storage Policy later in step Select Exchange Server Name and Exchange Server Version from drop-down list. This screen will appear when you are installing Exchange Agents on Non- Exchange Server. 39.

38 Page 38 of Enter the following Exchange Administrator information then click Next. Account Name - Domain user account created with the exchange server administrator permissions. Do not include the domain name here. Account Password - The password assigned to the domain user. 41. Mailbox Name for this Account - Mailbox associated with the user above. Profile Name - Specify profile name to be created during agent install. This profile is associated with the domain user's mailbox. Exchange Server Name - Name of the Exchange Server that the agent will communicate with for data protection and recovery operations. Enter the Mailbox Role Server name (NetBIOS). After installation configure the roles as described in Configure Mailboxes in Database Availability Group (DAG) Servers. Domain - The installation detects and enters a domain name. If necessary, modify the domain name by specifying Windows domain that the Exchange Server resides in. 42. Click Finish. If you already have a storage policy selected in step 37, Click button available at the bottom of the page to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 43. Create a Storage Policy: 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options

39 Page 39 of 90 are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to store the Deduplication store. Type the name of the folder in which the deduplication database must be located in the Deduplication Store Location or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. 44. Enable the following registry key to create job specific profiles: From the CommCell Browser, navigate to Client Computers. Right-click the <Client> in which you want to add the registry key, and then click Properties. Click the Registry Key Settings tab. Click Add. Enter CreateProcessSpecificProfile in the Name field. Enter MSExchangeMBAgent in the Location field. (For Exchange Mailbox idataagent). Enter MSExchangeDMAgent in the Location field. (For Exchange Mailbox idataagent). Enter REG_DWORD in the Type filed. Enter 1 to enable and 0 to disable the key in the Value field. Click OK. METHOD 2: INSTALL SOFTWARE FROM COMMCELL CONSOLE 1. From the CommCell Browser, select Tools, point to Add/Remove Software, and then click Install Software. 2.

40 Page 40 of Select Windows. 4. Select Manually Select Computers. 5. Enter the fully qualified domain name of the computer on which you have Exchange Server. For example: win08ex07.idclab.loc 6.

41 Page 41 of Specify User Name and Password that must be used to access the computer. 8. To install the Exchange idataagents expand Client Modules Backup & Recovery Exchange, and select one or more of the following: Exchange Database idataagent Exchange Mailbox idataagent Exchange Public Folder idataagent For Non-Exchange Server, Exchange Database idataagent will not be applicable. 9. Select Client Group from Available and click Add. Select a Storage Policy from the drop-down list. NOTES: Select the Configure for Laptop or Desktop Backup option to install Backup Monitor utility. This utility allows you to view the backup job summary from the client computer without opening the CommCell Console. See Monitor - Laptop User for more information. 10. Type the Agent Specific Settings information.

42 Page 42 of Select Immediate. 13. Click Finish.

43 Page 43 of You can track the progress of the job from the Job Controller or Event Viewer window. 15. Once the job is complete, right-click the CommServe computer, click View and then click Admin Job History. 16. Select Install/Upgrade/Remove Software. Click OK. 17. You can view the following details about the job by right-clicking the job: Items that succeeded during the job Items that failed during the job Details of the job

44 Page 44 of 90 Events of the job Log files of the job 18. Enable the following registry key to create job specific profiles: From the CommCell Browser, navigate to Client Computers. Right-click the <Client> in which you want to add the registry key, and then click Properties. Click the Registry Key Settings tab. Click Add. Enter CreateProcessSpecificProfile in the Name field. Enter MSExchangeMBAgent in the Location field. (For Exchange Mailbox idataagent). Enter MSExchangeDMAgent in the Location field. (For Exchange Mailbox idataagent). Enter REG_DWORD in the Type filed. Enter 1 to enable and 0 to disable the key in the Value field. Click OK.

45 Page 45 of 90 Install the 32-bit Exchange Agents on Exchange Server 2007/2010 or 64-bit Non-Exchange Server - Clustered Environment The Exchange Agents are designed to protect an entire Exchange Server database. Follow the steps given below to install the 64-bit Exchange Agents on Exchange Server 2007/2010 or on Non-Exchange Server. WHERE TO INSTALL The Exchange Agents can be installed in one of two ways: Directly onto the Exchange Server. This method is referred to as an on-host installation and is useful if you want to preserve hardware resources. On a separate computer with connectivity to the Exchange Server. This method is referred to as an Non-Exchange Server installation and is useful if you want to offload the memory and processing resources required for backups and restores from the Exchange Server. Make sure the computer satisfies the minimum requirements specified in the System Requirements. RELATED TOPICS Download Software Packages Provides step-by-step procedure to download the latest packages for software install. System Requirements Verify that the computer in which you wish to install the software satisfies the System Requirements. Firewall Provides comprehensive information on firewall. PREREQUISITES The below mentioned prerequisites are for Mailbox Agents only. Ensure that you have the following: FOR EXCHANGE SERVER 2010 Ensure that the service account is a member of Organization Management group. Ensure that the mail-enabled user is a member of the Local Administrator Group and have rights to all mailboxes on the server. To assign full access follow the steps given below: Using ADSIEDIT navigate to Configuration Services Microsoft Exchange. Right-click your organization name, click Properties Securities and click the Advanced tab. Click Edit to modify the permissions set for Organization Management group. Click to select Full Control, Receive As and Send As permissions and wait for replication. Click the Effective Permission tab and Select the name of the backup account. The backup account should display the following as selected: Full Control All Extended Rights Send As Receive As Start the PowerShell and type the following to add the backup account so it has full control over all the databases: Get-MailboxDatabase -server (server name) Add-ADPermission -user "backup account" -ExtendedRights Receive-As Run the above PowerShell every time a new database is added. Navigate to the Exchange Management Console, right-click the <mailbox> and click Manage Full Access Permissions to view the mailbox listed under Full Access Permissions. FOR EXCHANGE SERVER 2007 Service account should be a member of Exchange Organization Administrators group. Ensure that the mail-enabled user is a member of the Local Administrator Group and have rights to all mailboxes on the server. EXCHANGE AGENTS IN X64 CLUSTERS When installing 32-bit agents on a x64 virtual server, the 32-bit File System idataagent must be installed on each physical node in the cluster prior to installing the 32-bit agents on the virtual server. For example, to support a two-node cluster with one Exchange virtual server instance supporting both x64 and 32-bit Agents, a minimum of two installation instances (one 32-bit

46 Page 46 of 90 and one x64) are required on the virtual server and each physical node. This configuration will result in six client objects in the CommCell console; three x64 instances and three 32-bit instances. The sample image shown on the right illustrates the required configuration for installing 32-bit Exchange Agents in an x64 cluster. INSTALL THE EXCHANGE DATABASE idataagent The Exchange Database idataagent must be installed first. Follow the steps described below to install Exchange Database idataagent. 1. Log on to the computer using an account with the following privileges: Administrator of the local computer Administrator of the Exchange Server 2. Run Setup.exe from Software Installation Package. 3. Select the required language. 4. Select the option to Install Simpana on this 64-bit computer. NOTES: Your screen may look different from the example shown Click OK.

47 Page 47 of Select I accept the terms in the license agreement. 8. Select Configure a Virtual Server. Click Next to continue. 9. Select the disk group in which the cluster group resides. Click Next to continue. 10. Expand Client Modules Exchange File System and select Exchange Database idataagent. 11. If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. If firewall configuration is not required, click Next.

48 Page 48 of Enter the fully qualified domain name of the CommServe Host Name. Do not use space and the following characters when specifying a new name for the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time. 15. NOTES It is recommended to select the Download latest update pack(s) option to automatically install the available updates during installation.

49 Page 49 of Verify the default location for software installation. Click Browse to change the default location. Do not install the software to a mapped network drive. Do not use the following characters when specifying the destination path: / : *? " < > # It is recommended that you use alphanumeric characters only. 17. Select a Client Group from the list. This screen will be displayed if Client Groups are configured in the CommCell Console Select a Storage Policy.

50 Page 50 of 90 If you do not have Storage Policy created, this message will be displayed. Click OK. You can create the Storage Policy later in step Select the backup type for Exchange Database backups. Choose either of the following options, then click Next. Differential - Specifies that each non-full Exchange Database backup secures all data that has changed since the last full backup. Transaction lobs are not purged. Incremental - Specifies that each non-full Exchange Database backup secures only that data that has changed since the last backup of any type. Committed transaction logs are purged. 21. Enter the user credentials to access the Exchange Server to perform the backup operation. The User Account must have Exchange Administrator privileges. The installation detects the domain name. If necessary, you can modify the domain name by specifying Windows domain that the Exchange Server resides in The install program displays a reminder to verify that Circular Logging is disabled before performing any database backup operations. To verify that Circular Logging is

51 Page 51 of 90 disabled: From Exchange System Manager, navigate to and expand the server that the Database idataagent is being installed on. Verify that the Circular Logging check box has not been selected for each Storage Group. If Circular Logging has been enabled for a Storage Group, disable it at this time. Click OK. 24. To install the software on the remaining nodes of the cluster, click Yes. To complete the install for this node only, click No. 25. Select cluster nodes from the Preferred Nodes list and click the arrow button to move them to the Selected Nodes list. Once you complete your selections, click Next. The list of Preferred Nodes displays all the nodes found in the cluster; from this list you should only select cluster nodes configured to host this cluster group server. Do not select nodes that already have multiple instances installed. 26. Specify User Name and Password for the Domain Administrator account Information to perform the remote install on the cluster nodes you selected in the previous step. 27. The progress of the remote install for the cluster nodes is displayed; the install can be interrupted if necessary. Click Stop to prevent installation to any nodes after the current ones complete. Click Advanced Settings to specify any of the following: Maximum number of nodes on which Setup can run simultaneously. Time allocated for Setup to begin executing on each node, after which the install attempt will fail. Time allocated for Setup to complete on each node, after which the install attempt will fail. If, during the remote install of a cluster node, setup fails to complete or is interrupted, you must perform a local install on that node. When you do, the install begins from where it left off, or from the beginning if necessary. For procedures, see Manually Installing the Software on a Passive Node. 28. Read the summary for remote installation to verify that all selected nodes were

52 Page 52 of 90 installed successfully. If any node installation fails, you must manually install the software on that node once the current installation is complete. See Manually Installing the Software on a Passive Node for step-by-step instructions. The message displayed on your screen will reflect the status of the selected nodes, and may look different from the example Click Finish. If you already have a storage policy selected in step 19, Click button available at the bottom of the page to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 31. Create a Storage Policy: 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to store the Deduplication store.

53 Page 53 of 90 Type the name of the folder in which the deduplication database must be located in the Deduplication Store Location or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. 32. Enable the following registry key to create job specific profiles: From the CommCell Browser, navigate to Client Computers. Right-click the <Client> in which you want to add the registry key, and then click Properties. Click the Registry Key Settings tab. Click Add. Enter CreateProcessSpecificProfile in the Name field. Enter MSExchangeMBAgent in the Location field. (For Exchange Mailbox idataagent). Enter MSExchangeDMAgent in the Location field. (For Exchange Mailbox idataagent). Enter REG_DWORD in the Type filed. Enter 1 to enable and 0 to disable the key in the Value field. Click OK. INSTALL THE EXCHANGE AGENTS The Windows File System idataagent must be first installed onto all of the physical nodes of the cluster. See Install the Microsoft Windows File System idataagent if you have not installed it on all of the physical nodes. Once it has been installed onto the physical nodes, the Exchange Agents (such as Exchange Mailbox idataagent, Exchange Public Folder idataagent, Exchange Mailbox Archiver and/or Exchange Public Folder Archiver) and Windows File System idataagent can be installed from the active node to the virtual server using the following steps described below to install Exchange Agents. The software can also be automatically installed on all available passive nodes when the software is installed onto the virtual server, or you can choose to install any passive node(s) separately. CREATE THE REGISTRY KEYS Before installing the Exchange Agents, create the ballowmultiinstances and ballow32bitinstallon64bit registry keys. 1. Create the ballowmultiinstances registry key. To create the registry key, see the following steps: 1. Start the Registry Editor (Regedit.exe or Redegt32.exe) 2. Locate the directory under which you want to create a key, e.g., HKEY_LOCAL_MACHINE\SOFTWARE\. 3. Right click the SOFTWARE and click New -> Key. 4. Name the key as GalaxyInstallerFlags. 5. Right click the GalaxyInstallerFlags and select New - > DWORD value, name it as ballowmultiinstances and by double clicking the ballowmultiinstances key modify the Value data to Create the ballow32bitinstallon64bit registry key. To create the registry key, see the following steps: 1. Start the Registry Editor (Regedit.exe or Regedit32.exe) 2. Locate the directory under which you want to create a key, e.g., HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node. 3. Right click the SOFTWARE and click New -> Key. 4. Name the key as GalaxyInstallerFlags. 5. Right click the GalaxyInstallerFlags and select New - > DWORD value, name it as ballow32bitinstallon64bit and by double clicking the ballow32bitinstallon64bit key modify the Value data to 1. INSTALL PROCEDURE 1. Log on to the computer using an account with the following privileges: Administrator of the local computer

54 Page 54 of 90 Administrator of the Exchange Server 2. Run Setup.exe from Software Installation Package. 3. Select the required language. 4. Select the Simpana 32-bit Software install options to install software. NOTES This screen will only appear when the ballow32bitinstallon64bit registry key has been created and enabled on this computer Click OK. 7. Select I accept the terms in the license agreement. 8. Select Create a new instance option to install the Exchange Agents on separate instance.

55 Page 55 of 90 NOTES This screen will appear when the ballowmultiinstances registry key has enabled on this computer. This screen will not appear if no other software components are installed on the computer. 9. Select Configure a Virtual Server. Click Next to continue. 10. Select the disk group in which the cluster group resides. Click Next to continue. 11. To install the Exchange idataagents expand Client Modules Exchange, and select one or more of the following: Exchange Mailbox idataagent Exchange Public Folder idataagent To install the Exchange Archiver Agents, expand Client Modules Archive Management, and select one or more of the following: Exchange Compliance Archiver Exchange Mailbox Archiver Agent Exchange Public Folder Archiver Agent Note that the Exchange Database idataagents must be installed on the Exchange Server, see Install the Exchange Database idataagent for step-by-step procedure. 12. If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. If firewall configuration is not required, click Next.

56 Page 56 of Enter the fully qualified domain name of the CommServe Host Name. Do not use space and the following characters when specifying a new name for the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" 14. If there is any other instance installed on the computer, make sure that the host name does not match the client name entered in the Select a client name field in the previous instance. 15. Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time. 16.

57 Page 57 of Verify the default location for software installation. Click Browse to change the default location. Do not install the software to a mapped network drive. Do not use the following characters when specifying the destination path: / : *? " < > # It is recommended that you use alphanumeric characters only. 18. Select a Client Group from the list. This screen will be displayed if Client Groups are configured in the CommCell Console Select a Storage Policy.

58 Page 58 of 90 If you do not have Storage Policy created, this message will be displayed. Click OK. You can create the Storage Policy later in step Select Exchange Server Name and Exchange Server Version from drop-down list. This screen will appear when you are installing Exchange Agents on Non-Exchange Server Enter the following Exchange Administrator information then click Next. Account Name - Domain user account created with the exchange server administrator permissions. Do not include the domain name here. Account Password - The password assigned to the domain user. Mailbox Name for this Account - Mailbox associated with the user above. Profile Name - Specify profile name to be created during agent install. This profile is associated with the domain user's mailbox. Exchange Server Name - Name of the Exchange Server that the agent will communicate with for data protection and recovery operations. For Exchange Server 2010, enter the Client Access Role. After installation configure the roles as described in Configure Mailboxes in Database Availability Group (DAG) Servers. Domain - The installation detects and enters a domain name. If necessary, modify the domain name by specifying Windows domain that the Exchange Server resides in. 24. To install the software on the remaining nodes of the cluster, click Yes.

59 Page 59 of 90 To complete the install for this node only, click No. 25. Select cluster nodes from the Preferred Nodes list and click the arrow button to move them to the Selected Nodes list. Once you complete your selections, click Next. The list of Preferred Nodes displays all the nodes found in the cluster; from this list you should only select cluster nodes configured to host this cluster group server. Do not select nodes that already have multiple instances installed. 26. Specify User Name and Password for the Domain Administrator account Information to perform the remote install on the cluster nodes you selected in the previous step. 27. The progress of the remote install for the cluster nodes is displayed; the install can be interrupted if necessary. Click Stop to prevent installation to any nodes after the current ones complete. Click Advanced Settings to specify any of the following: Maximum number of nodes on which Setup can run simultaneously. Time allocated for Setup to begin executing on each node, after which the install attempt will fail. Time allocated for Setup to complete on each node, after which the install attempt will fail. If, during the remote install of a cluster node, setup fails to complete or is interrupted, you must perform a local install on that node. When you do, the install begins from where it left off, or from the beginning if necessary. For procedures, see Manually Installing the Software on a Passive Node. 28. Read the summary for remote installation to verify that all selected nodes were installed successfully. If any node installation fails, you must manually install the software on that node once the current installation is complete. See Manually Installing the Software on a Passive Node for step-by-step instructions. The message displayed on your screen will reflect the status of the selected nodes, and may look different from the example.

60 Page 60 of Click Finish. If you already have a storage policy selected in step 20, Click button available at the bottom of the page to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 31. Create a Storage Policy: 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to store the Deduplication store.

61 Page 61 of 90 Type the name of the folder in which the deduplication database must be located in the Deduplication Store Location or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. 32. Enable the following registry key to create job specific profiles: From the CommCell Browser, navigate to Client Computers. Right-click the <Client> in which you want to add the registry key, and then click Properties. Click the Registry Key Settings tab. Click Add. Enter CreateProcessSpecificProfile in the Name field. Enter MSExchangeMBAgent in the Location field. (For Exchange Mailbox idataagent). Enter MSExchangeDMAgent in the Location field. (For Exchange Mailbox idataagent). Enter REG_DWORD in the Type filed. Enter 1 to enable and 0 to disable the key in the Value field. Click OK.

62 Page 62 of 90 Install the Exchange Agents on Exchange Server 2003 Follow the steps given below to install the Exchange Agents on Exchange Server WHERE TO INSTALL Install the software directly on the Exchange Server you wish to protect INSTALLATION The software can be installed using one of the following methods: METHOD 1: INTERACTIVE INSTALL Use this procedure to directly install the software from the installation package or a network drive. METHOD 2: INSTALL SOFTWARE FROM COMMCELL CONSOLE Use this procedure to remotely install the software on a client computer. RELATED TOPICS Download Software Packages Provides step-by-step procedure to download the latest packages for software install. System Requirements Verify that the computer in which you wish to install the software satisfies the System Requirements. Firewall Provides comprehensive information on firewall. PREREQUISITES The below mentioned prerequisites are for Mailbox Agents only. Ensure that you have the following: The mail-enabled user is a member of the Local Administrator Group and have rights to all mailboxes on the server. Using the Exchange System Manager snap-in, right-click the organization object and delegate control. Using the Wizard, assign the MailboxAdmin user Exchange Full Administrator privileges. Ensure that you assign full access to all mailboxes on the server. For details, see How do I Assign Full Access to All Mailboxes on a Server. METHOD 1: INTERACTIVE INSTALL 1. Log on to the computer using an account with the following privileges: Administrator of the local computer Administrator of the Exchange Server 2. Run Setup.exe from the Software Installation Package. 3. Select the required language. 4. Select the option to install software on this computer. The options that appear on this screen depend on the computer in which the software is being installed. 5. Select I accept the terms in the license agreement.

63 Page 63 of To install the Exchange idataagents expand Client Modules Backup & Recovery Exchange, and select one or more of the following: Exchange Database idataagent Exchange Mailbox idataagent Exchange Public Folder idataagent To install the Exchange Archiver Agents, expand Client Modules Archive Management, and select one or more of the following: Exchange Compliance Archiver Exchange Mailbox Archiver Agent Exchange Public Folder Archiver Agent 7. If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. If firewall configuration is not required, click Next. 8. Enter the fully qualified domain name of the CommServe Host Name. Do not use space and the following characters when specifying a new name for the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" 9.

64 Page 64 of Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time. 11. Verify the default location for software installation. Click Browse to change the default location. Do not install the software to a mapped network drive. Do not use the following characters when specifying the destination path: / : *? " < > # It is recommended that you use alphanumeric characters only. 12. Select a Client Group from the list. This screen will be displayed if Client Groups are configured in the CommCell Console. 13.

65 Page 65 of Select a Storage Policy. If you do not have Storage Policy created, this message will be displayed. Click OK. You can create the Storage Policy later in step 25. If you are installing the Exchange Database idataagent, click Configure Exchange Database Specific Information. If you are installing the Exchange Agents, skip to Configure Exchange Agents Specific Information. CONFIGURE EXCHANGE DATABASE SPECIFIC INFORMATION 15. Select the backup type for Exchange Database backups. Choose either of the following options, then click Next. Differential - Specifies that each non-full Exchange Database backup secures all data that has changed since the last full backup. Transaction lobs are not purged. Incremental - Specifies that each non-full Exchange Database backup secures only that data that has changed since the last backup of any type. Committed transaction logs are purged. 16. Enter the user credentials to access the Exchange Server to perform the backup operation. The User Account must have Exchange Administrator privileges. The installation detects the domain name. If necessary, you can modify the domain name by specifying Windows domain that the Exchange Server resides in.

66 Page 66 of The install program displays a reminder to verify that Circular Logging is disabled before performing any database backup operations. To verify that Circular Logging is disabled: From Exchange System Manager, navigate to and expand the server that the Database idataagent is being installed on. Verify that the Circular Logging check box has not been selected for each Storage Group. If Circular Logging has been enabled for a Storage Group, disable it at this time. Click OK. If you are installing the Exchange Agents, then click Configure Exchange Agents Specific Information. If you are installing the Exchange Database idataagent, skip to Verify Summary of Install Options. CONFIGURE EXCHANGE AGENTS SPECIFIC INFORMATION 19. Select Exchange Server Name and Exchange Server Version from drop-down list. This screen will appear when you are installing Exchange Agents on Non- Exchange Server. 20.

67 Page 67 of Enter the following Exchange Administrator information then click Next. Account Name - Domain user account created with the exchange server administrator permissions. Do not include the domain name here. Account Password - The password assigned to the domain user. Mailbox Name for this Account - Mailbox associated with the user above. Profile Name - Specify profile name to be created during agent install. This profile is associated with the domain user's mailbox. Exchange Server Name - Name of the Exchange Server that the agent will communicate with for data protection and recovery operations. Domain - The installation detects and enters a domain name. If necessary, modify the domain name by specifying Windows domain that the Exchange Server resides in. VERIFY SUMMARY OF INSTALL OPTIONS Click Finish.

68 Page 68 of 90 If you already have a storage policy selected in step 14, Click button available at the bottom of the page to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 25. Create a Storage Policy: 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to store the Deduplication store. Type the name of the folder in which the deduplication database must be located in the Deduplication Store Location or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. 26. Enable the following registry key to create job specific profiles: From the CommCell Browser, navigate to Client Computers. Right-click the <Client> in which you want to add the registry key, and then click Properties. Click the Registry Key Settings tab. Click Add. Enter CreateProcessSpecificProfile in the Name field. Enter MSExchangeMBAgent in the Location field. (For Exchange Mailbox idataagent). Enter MSExchangeDMAgent in the Location field. (For Exchange Mailbox idataagent). Enter REG_DWORD in the Type filed. Enter 1 to enable and 0 to disable the key in the Value field. Click OK. METHOD 2: INSTALL SOFTWARE FROM COMMCELL CONSOLE 1. From the CommCell Browser, select Tools, point to Add/Remove Software, and then click Install Software.

69 Page 69 of Select Windows. 4. Select Manually Select Computers. 5. Enter the fully qualified domain name of the computer on which you have Exchange Server.

70 Page 70 of 90 For example: win08ex07.idclab.loc Specify User Name and Password that must be used to access the computer. 8. To install the Exchange idataagents expand Client Modules Backup & Recovery Exchange, and select one or more of the following: Exchange Database idataagent Exchange Mailbox idataagent Exchange Public Folder idataagent 9. Select Client Group from Available and click Add. Select a Storage Policy from the drop-down list. NOTES: Select the Configure for Laptop or Desktop Backup option to install Backup Monitor utility. This utility allows you to view the backup job summary from the client computer without opening the CommCell Console. See Monitor - Laptop User for more information.

71 Page 71 of Type the Agent Specific Settings information Select Immediate. 13. Click Finish.

72 Page 72 of You can track the progress of the job from the Job Controller or Event Viewer window. 15. Once the job is complete, right-click the CommServe computer, click View and then click Admin Job History. 16. Select Install/Upgrade/Remove Software. Click OK. 17. You can view the following details about the job by right-clicking the job: Items that succeeded during the job Items that failed during the job Details of the job

73 Page 73 of 90 Events of the job Log files of the job 18. Enable the following registry key to create job specific profiles: From the CommCell Browser, navigate to Client Computers. Right-click the <Client> in which you want to add the registry key, and then click Properties. Click the Registry Key Settings tab. Click Add. Enter CreateProcessSpecificProfile in the Name field. Enter MSExchangeMBAgent in the Location field. (For Exchange Mailbox idataagent). Enter MSExchangeDMAgent in the Location field. (For Exchange Mailbox idataagent). Enter REG_DWORD in the Type filed. Enter 1 to enable and 0 to disable the key in the Value field. Click OK.

74 Page 74 of 90 Install the Exchange Agents on Exchange Server Clustered Environment Follow the steps given below to install the Exchange Agents in clustered environment on the following: Exchange Server 2003 Non-Exchange Server WHERE TO INSTALL The following procedure describes the steps involved in installing the Exchange Agents for Exchange Server 2003 on the following: Direct install on a Exchange Server or On an Non-Exchange Server computer. This may be used for the following circumstances: In the configuration where a single non-exchange client is used to backup multiple Exchange Servers. To off-load the backup of Exchange Server, so that the performance of the Exchange Server will not be effected. RELATED TOPICS Download Software Packages Provides step-by-step procedure to download the latest packages for software install. System Requirements Verify that the computer in which you wish to install the software satisfies the System Requirements. Firewall Provides comprehensive information on firewall. PREREQUISITES The below mentioned prerequisites are for Mailbox Agents only. Ensure that you have the following: The mail-enabled user is a member of the Local Administrator Group and have rights to all mailboxes on the server. Using the Exchange System Manager snap-in, right-click the organization object and delegate control. Using the Wizard, assign the MailboxAdmin user Exchange Full Administrator privileges. Ensure that you assign full access to all mailboxes on the server. For details, see How do I Assign Full Access to All Mailboxes on a Server. INSTALL PROCEDURE 1. Log on to the computer using an account with the following privileges: Administrator of the local computer Administrator of the Exchange Server 2. Run Setup.exe from the Software Installation Package. 3. Select the required language. 4. Select the option to install software on this computer. The options that appear on this screen depend on the computer in which the software is being installed. 5. Select I accept the terms in the license agreement.

75 Page 75 of Select Configure a Virtual Server. 7. Select the disk group in which the virtual server resides. 8. To install the Exchange idataagents expand Client Modules Exchange, and select one or more of the following: Exchange Database idataagent Exchange Mailbox idataagent Exchange Public Folder idataagent To install the Exchange Archiver Agents, expand Client Modules Archive Management, and select one or more of the following: Exchange Compliance Archiver Exchange Mailbox Archiver Agent Exchange Public Folder Archiver Agent For Non-Exchange Server, Exchange Database idataagent will not be applicable. 9. If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. If firewall configuration is not required, click Next.

76 Page 76 of Enter the fully qualified domain name of the CommServe Host Name. Do not use space and the following characters when specifying a new name for the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time. 13. Verify the default location for software installation. Click Browse to change the default location. Do not install the software to a mapped network drive. Do not use the following characters when specifying the destination path: / : *? " < > #

77 Page 77 of 90 It is recommended that you use alphanumeric characters only. 14. Select a Client Group from the list. This screen will be displayed if Client Groups are configured in the CommCell Console Select a Storage Policy. If you do not have Storage Policy created, this message will be displayed. Click OK. You can create the Storage Policy later in step 32. If you are installing the Exchange Database idataagent on the Exchange Server, click Configure Exchange Database Specific Information.

78 Page 78 of 90 If you are installing the Exchange Agents on the Non-Exchange Server, skip to Configure Exchange Agents Specific Information. CONFIGURE EXCHANGE DATABASE SPECIFIC INFORMATION 17. Select the backup type for Exchange Database backups. Choose either of the following options, then click Next. Differential - Specifies that each non-full Exchange Database backup secures all data that has changed since the last full backup. Transaction lobs are not purged. Incremental - Specifies that each non-full Exchange Database backup secures only that data that has changed since the last backup of any type. Committed transaction logs are purged. 18. Enter the user credentials to access the Exchange Server to perform the backup operation. The User Account must have Exchange Administrator privileges. The installation detects the domain name. If necessary, you can modify the domain name by specifying Windows domain that the Exchange Server resides in The install program displays a reminder to verify that Circular Logging is disabled before performing any database backup operations. To verify that Circular Logging is disabled: From Exchange System Manager, navigate to and expand the server that the Database idataagent is being installed on. Verify that the Circular Logging check box has not been selected for each Storage Group. If Circular Logging has been enabled for a Storage Group, disable it at this time. Click OK. If you are installing the Exchange Agents, then click Configure Exchange Agents Specific Information. If you are installing the Exchange Database idataagent, skip to Install Remaining Cluster Nodes. CONFIGURE EXCHANGE AGENTS SPECIFIC INFORMATION 21. Select Exchange Server Name and Exchange Server Version from drop-down list.

79 Page 79 of 90 This screen will appear when you are installing Exchange Agents on Non- Exchange Server Enter the following Exchange Administrator information then click Next. Account Name - Domain user account created with the exchange server administrator permissions. Do not include the domain name here. Account Password - The password assigned to the domain user. Mailbox Name for this Account - Mailbox associated with the user above. Profile Name - Specify profile name to be created during agent install. This profile is associated with the domain user's mailbox. Exchange Server Name - Name of the Exchange Server that the agent will communicate with for data protection and recovery operations. For Exchange Server 2010, enter the Client Access Role. After installation configure the roles as described in Configure Mailboxes in Database Availability Group (DAG) Servers. Domain - The installation detects and enters a domain name. If necessary, modify the domain name by specifying Windows domain that the Exchange Server resides in. INSTALL REMAINING CLUSTER NODES 24. To install the software on the remaining nodes of the cluster, click Yes. To complete the install for this node only, click No. 25. Select cluster nodes from the Preferred Nodes list and click the arrow button to move them to the Selected Nodes list. Once you complete your selections, click Next. The list of Preferred Nodes displays all the nodes found in the cluster; from this list you should only select cluster nodes configured to host this cluster group server. Do not select nodes that already have multiple instances installed.

80 Page 80 of Specify User Name and Password for the Domain Administrator account Information to perform the remote install on the cluster nodes you selected in the previous step. 27. The progress of the remote install for the cluster nodes is displayed; the install can be interrupted if necessary. Click Stop to prevent installation to any nodes after the current ones complete. Click Advanced Settings to specify any of the following: Maximum number of nodes on which Setup can run simultaneously. Time allocated for Setup to begin executing on each node, after which the install attempt will fail. Time allocated for Setup to complete on each node, after which the install attempt will fail. If, during the remote install of a cluster node, setup fails to complete or is interrupted, you must perform a local install on that node. When you do, the install begins from where it left off, or from the beginning if necessary. For procedures, see Manually Installing the Software on a Passive Node. 28. Read the summary for remote installation to verify that all selected nodes were installed successfully. If any node installation fails, you must manually install the software on that node once the current installation is complete. See Manually Installing the Software on a Passive Node for step-by-step instructions. The message displayed on your screen will reflect the status of the selected nodes, and may look different from the example. 29.

81 Page 81 of Click Finish. If you already have a storage policy selected in step 16, Click button available at the bottom of the page to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 32. Create a Storage Policy: 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to store the Deduplication store.

82 Page 82 of 90 Type the name of the folder in which the deduplication database must be located in the Deduplication Store Location or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. 33. Enable the following registry key to create job specific profiles: From the CommCell Browser, navigate to Client Computers. Right-click the <Client> in which you want to add the registry key, and then click Properties. Click the Registry Key Settings tab. Click Add. Enter CreateProcessSpecificProfile in the Name field. Enter MSExchangeMBAgent in the Location field. (For Exchange Mailbox idataagent). Enter MSExchangeDMAgent in the Location field. (For Exchange Mailbox idataagent). Enter REG_DWORD in the Type filed. Enter 1 to enable and 0 to disable the key in the Value field. Click OK.

83 Page 83 of 90 Getting Started - Exchange Database idataagent Configuration Once installed, verify your backup type and configure a subclient as follows. 1. From the CommCell Console, navigate to Client Computers <Client> Exchange Database. Right-click the Exchange Database and click Properties. 2. Verify or change the backup type that was selected during installation: Differential - Specifies that each non-full Exchange Database backup secures all data that has changed since the last full backup. Transaction lobs are not purged. Incremental - Specifies that each non-full Exchange Database backup secures only that data that has changed since the last backup of any type. Committed transaction logs are purged. Click OK. 3. From the CommCell Console, navigate to Client Computers <Client> Exchange Database. Right-click the default subclient and then click Properties. 4. Click Contents tab. Click Configure.

84 Page 84 of Click Discover. 6. Select a database to be backed up from the Display Name column. Select the Default Subclient from the Subclient column for the database you want to back up. Click OK. For your first backup, select just one database. Otherwise the backup will take longer when multiple databases are selected. 7. Click Yes. 8. Verify that the database appears under Contents of subclient. 9. Click the Storage Devices tab. Select a Storage Policy. Click OK. Click to continue. If you do not have Storage Policy created, click Create Storage Policy and proceed to the next step.

85 Page 85 of Click Create Storage Policy. 2. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to store the Deduplication store. Type the name of the folder in which the deduplication database must be located in the Deduplication Store Location or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy.

86 Page 86 of 90 Getting Started - Exchange Database idataagent Backup WHAT GETS BACKED UP Exchange Database data Information and Public Folder stores Transaction Logs Recovery Databases To avoid backup failure Recovery Databases should be filtered. For details see: Configuring to Filter Recovery Databases from Backups WHAT DOES NOT GET BACKED UP System State Dataa Active Directory Data Personal Information Stores Personal Address Books Offline Folders Use the Windows File System idataagent to back up the above mentioned data types. Recovery Storage Groups To avoid backup failure Recovery Storage Groups should be filtered. For details see: Configuring to Filter Recovery Databases from Backups PERFORM A BACKUP 1. Ensure that Circular Logging has been disabled on the Exchange Server. 2. From the CommCell Console, navigate to Client Computers <Client> Exchange Database. Right-click the default subclient and click Backup. 3. Select Full as backup type and Immediate to run the job immediately. Click OK. 4. You can track the progress of the job from the Job Controller window of the CommCell console. 5. Once job is complete, view the details of job from the Backup History. Right-click the Subclient and select Backup History. 6. Click OK.

87 Page 87 of Right-click the job to: View job details, such as the number of mailboxes backed up. View media associated with the job. View events associated with the job. Resubmit the job. View messages that were backed up. Send the log file that is associated with the job.

88 Page 88 of 90 Getting Started - Exchange Database idataagent Restore PERFORM A RESTORE As restoring your backup data is very crucial, it is recommended that you perform a restore operation immediately after your first full backup to understand the process. The following section explains the steps for performing an out-of-place restore of a single database to a different client computer. 1. From the CommCell Console, navigate to Client Computers <Client> Exchange Database. Right-click the Agent and then click All Tasks Browse Backup Data. 2. Click OK. 3. Select the database in the left pane. The data and logs will be selected in the right pane. Click Recover All Selected. 4. Select the name of the client computer from the Destination Client list. This client should not be the same client on which the database originally resided. Click... under Out of Place Location column. Select a folder on the destination client. 5. Select Immediate from the Job Initiation tab. Click OK. 6. You can monitor the progress of the restore job in the Job Controller window of the CommCell Console.

89 Page 89 of Once the restore job has completed, right-click the agent and click View Restore History. 8. Click OK. 9. You can view the following details about the job by right-clicking the job: View Restore Items You can view them as Successful, Failed, Skipped or All. View Job Details View Events of the restore job. View Log files of the restore job. 10. The database is restored to the directory and client that was specified. CONGRATULATIONS - YOU HAVE SUCCESSFULLY COMPLETED YOUR FIRST BACKUP AND RESTORE. If you want to further explore this Agent's features read the Advanced sections of this documentation.